See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,988 | $102,317+121.8% | $146,958+54.5% | $80,856+180.7% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.2%-17.6pp | 67.6%-3.1pp |
| Annual return | 20.62% | 134.76%-114.1pp | 418.34%-397.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,294 | $6,644-5.3% | $8,070-22.0% | $4,296+46.5% |
| Admin fee / account holder | $2 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |